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Data updated through August 2026
Investment policy — Index-tracking — Flexible Index-Tracking Track
Asset allocation based on the reported data.
| Asset type | Rate | Amount (₪ millions) |
|---|---|---|
| Tradable government bonds | 13.63% | 142.28 |
| Tradable corporate bonds and bond ETFs | 0% | 0 |
| Non-tradable corporate bonds | 0% | 0 |
| Equities, options and equity ETFs | 81.13% | 846.94 |
| Deposits | 0% | 0 |
| Loans | 0% | 0 |
| Cash and cash equivalents | 5.27% | 55.04 |
| Mutual funds | 0% | 0 |
| Other assets | -0.04% | -0.38 |
The chart shows positive values only; the complete source data appears in the table.
The selected fund compared with other funds in the same category.
Showing 11–12 of 12 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Phoenix Investment Provident Fund Flexible Index-Tracking Trackהפניקס פנסיה וגמל בע"מ | No data | 15.32% | 18.20% | No data | 0.64% | No data |
| Yelin Lapidot Investment Provident Fund Flexible Index-Tracking Trackילין לפידות ניהול קופות גמל בע"מ | No data | 16.88% | No data | No data | 0.68% | No data |
| Market average | No data | 35.28% | 47.68% | No data | 0.62% |